See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $355,338 | $165,335+114.9% | $149,696+137.4% | $158,922+123.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.49% | 348.15%-330.7pp | 276.60%-259.1pp | 302.83%-285.3pp |
| Employer contribution / active EE | $11,461 | $5,103+124.6% | $4,644+146.8% | $4,761+140.7% |
| Participant deferral / active EE | $8,980 | $7,181+25.0% | $6,842+31.3% | $5,982+50.1% |
| Admin fee / account holder | $1,752 | $10,807-83.8% | $9,309-81.2% | $11,246-84.4% |